Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,225
Closed -$562K 543
2023
Q3
$562K Buy
1,225
+365
+42% +$167K 0.17% 260
2023
Q2
$417K Buy
+860
New +$417K 0.22% 197